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Matthew Richard Ruffalo

Morgan Stanley

Upper St. Clair, PA

Pittsburgh, PA

CRD 4811555

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2014-02-12
PA RA APPROVED 2010-09-23
  • TX RA
    APPROVED_RES
    Since 2014-02-12
  • PA RA
    APPROVED
    Since 2010-09-23

Branch Locations

2600 Old Washington Road, Upper St. Clair, PA 15241 • United States

One Ppg Place Suite1300, Pittsburgh, PA 15222 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Pittsburg PA 06/2009 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-08-26
  • S66 Uniform Combined State Law Examination
    2004-08-26
Other Names
  • Matthew Ruffalo
  • Matthew R. Ruffalo

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

Amanda K Swick
Mason Alexander George
Kaitlyn M Leap

Nearby Offices

OSAIC WEALTH, INC. · PITTSBURGH, PA
LPL FINANCIAL LLC · PITTSBURGH, PA
EDWARD JONES · PITTSBURGH, PA

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